No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CENTRAL DATA SERVICES EIN 25-1352803 NONE KNOWN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 13 | — | $410K |
| HAMLIN CAPITAL MANAGEMENT, LLC EIN 52-2344187 NONE KNOWN | Investment management fees paid directly by plan; Soft dollars commissions; Investment management; Direct payment from the plan Service code 28 | — | $176K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 11-3658445 NONE KNOWN | Investment advisory (plan); Direct payment from the plan; Other investment fees and expenses Service code 27 | — | $165K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE KNOWN | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $142K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $94K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $86K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Actuarial; Consulting (general); Direct payment from the plan; Consulting fees Service code 11 | — | $79K |
| CLARKSTON CAPITAL PARTNERS, LLC EIN 83-0473650 NONE KNOWN | Investment management; Soft dollars commissions; Direct payment from the plan Service code 28 | — | $78K |
| REINHART PARTNERS, LLC EIN 39-1711628 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Soft dollars commissions; Investment management Service code 28 | — | $63K |
| AMERICAN REALTY ADVISORS, LLC EIN 33-0123114 NONE KNOWN | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $52K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Other investment fees and expenses; Shareholder servicing fees; Custodial (securities); Float revenue; Custodial (other than securities); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Other services Service code 18 | — | $46K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $44K |
| GARY PETRONI TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $41K |
| MADISON INVESTMENT HOLDINGS EIN 54-1815009 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $40K |
| JACK MARTIN TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $33K |
| PARKER BUSINESS SOLUTIONS TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $33K |
| SNG CONSULTING TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $33K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE KNOWN | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $14K |
| RICHARD SAYLOR TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $10K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,448 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,448 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 4,888 | $18.3M |
| Prescription drug | AETNA LIFE INSURANCE CO. | 4,888 | $18.3M |
| Other | AETNA LIFE INSURANCE CO. | 4,888 | $18.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,888 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.